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Janice C. Baldwin
The National Law Review· 34 minutes agoA partner in the firm’s Corporate and Securities practice group, Jan has more than 32 years of experience helping clients navigate the myriad of technical tax and ERISA rules ...
JD Supra: Plaintiffs Request Court Approval of $8.7M Settlement in ERISA Class Action Cyberattack...
JD Supra· 2 hours agoMulti-employer plan participants involved in an Employee Retirement Income Security Act of 1974 (ERISA) class action lawsuit against ...
Former Merrill Advisor Sues Over Unvested Commissions | ThinkAdvisor
ThinkAdvisor· 1 day agoEmployee Retirement Income Security Act of 1974. Milligan, a California...as deferred compensation...
Department of Labor issues final regulation on investment advice fiduciaries | JD Supra
JD Supra· 3 days agoIncome Security Act of 1974 (ERISA) and related excise tax provisions of the Internal Revenue Code as a result of providing investment advice with respect to assets of an ...
Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for...
U.S. Department of Labor· 7 days agoDepartment of Labor released the Retirement Security Rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income Security Act (
The ‘father of the 401(k)’ talks about the death of pensions, the future of retirement, and what...
Fortune via Yahoo Finance· 11 hours agoThey would be able to withdraw, use it for reasons other than just hardship withdrawals, and...
Lowell Walters
The National Law Review· 4 days agoLowell Walters helps employers minimize their risks while offering meaningful benefits to employees. Lowell helps employers offer meaningful benefits ...
Fact Sheet: Final Amendment to PTE 84-14 - the QPAM Exemption
U.S. Department of Labor· 7 days agoThe QPAM Exemption is a class prohibited transaction exemption that provides broad relief for employee benefit plan and IRA transactions ...
U.S. Department of Labor Finalizes Changes to the QPAM Exemption | JD Supra
JD Supra· 2 days agoThe QPAM exemption is frequently relied on by investment fiduciaries, including fund managers and investment advisers, to avoid engaging in transactions with respect to employee< ...
Allan S. Friedland
The National Law Review· 4 days agoAllan Friedland is a Principal in the Hartford, Connecticut, office of Jackson Lewis P.C. He has over 25 years of employee benefit and tax experience, both ...
